Filed February 13, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,161 | $154,228-44.1% | $145,433-40.8% | $137,256-37.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.63% | 74.59%-59.0pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,621 | $4,804-24.6% | $4,554-20.5% | $4,156-12.9% |
| Participant deferral / active EE | $6,597 | $8,216-19.7% | $7,897-16.5% | $6,407+3.0% |
| Admin fee / account holder | $5,124 | $14,344-64.3% | $13,129-61.0% | $12,270-58.2% |